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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,459 | $77,962-72.5% | $178,540-88.0% | $80,935-73.5% |
| Participation rate | 88.5% | 65.7%+22.8pp | 77.1%+11.4pp | 67.7%+20.8pp |
| Annual return | 25.18% | 18.10%+7.1pp | 27.15%-2.0pp | 35.66%-10.5pp |
| Employer contribution / active EE | $4,684 | $2,280+105.4% | $3,953+18.5% | $2,757+69.9% |
| Participant deferral / active EE | $8,982 | $4,404+103.9% | $6,281+43.0% | $4,299+108.9% |
| Admin fee / account holder | $1,953 | $7,156-72.7% | $10,424-81.3% | $6,924-71.8% |